Bloomberg Surveillance TV: October 6th, 2025

Bloomberg Surveillance TV: October 6th, 2025

- Paul Donovan, Chief Economist, UBS Global Wealth Management
- Jordan Rochester, FICC Strategy Head at Mizuho
- Lindsey Piegza, Chief Economist at Stifel
- Jay Goldberg, Senior Analyst at Seaport Research Partners

Paul Donovan, Chief Economist at UBS Global Wealth Management, discusses the economic implications of possible government shutdown-related layoffs. Jordan Rochester, Head of FICC Strategy at Mizuho, shares his take on what the near-certain elevation of pro-stimulus lawmaker Sanae Takaichi as Japan’s next prime minister means for financial markets. Lindsey Piegza, Chief Economist at Stifel, breaks down the US economic data that markets watchers will - and will not - get as the US government shutdown enters its second week. Jay Goldberg, Senior Analyst at Seaport Research Partners, reacts to news that AMD will partner with OpenAI.

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Episoder(4345)

Surveillance: Eurasia Group's Top Risks of 2017

Surveillance: Eurasia Group's Top Risks of 2017

Ian Bremmer, Eurasia Group's president and founder, discusses his top risks for 2017 and says traditional alliances are crumbling. Lawrence Summers, former U.S. treasury secretary, says the risks to t...

3 Jan 201746min

Surveillance: The Year Ahead Special with Abby Joseph Cohen

Surveillance: The Year Ahead Special with Abby Joseph Cohen

Abby Joseph Cohen of Goldman Sachs joins Tom Keene for a special hour of Bloomberg Surveillance. Their conversation touches on a wide range of topics in economics and finance looking to 2017 including...

2 Jan 201730min

Surveillance: Shocks Will Be Political, Not Economic

Surveillance: Shocks Will Be Political, Not Economic

Luigi Zingales, a professor at the University of Chicago's Booth School of Businesss, discusses what to expect in Donald Trump's first 100 days. Dennis Ross, a distinguished fellow at the Washington I...

30 Des 201628min

Surveillance: Companies Must Focus on Growth, Not Tax Inversion

Surveillance: Companies Must Focus on Growth, Not Tax Inversion

John Silvia, Wells Fargo Securities' chief economist, says fiscal policy structure should the No. 1 priority for Donald Trump. Neil Shearing, chief emerging markets economist at Capital Economics, say...

29 Des 201647min

Surveillance: Fed Is on Hold for First Quarter of 2017

Surveillance: Fed Is on Hold for First Quarter of 2017

Marc Chandler, Brown Brothers Harriman's head of currency strategy, discusses the Fed and how he expects to see the British sterling head weaker. Tony Crescenzi, a PIMCO portfolio manager, says credit...

28 Des 201648min

Surveillance: Small-Caps and Financials to Outperform in 2017

Surveillance: Small-Caps and Financials to Outperform in 2017

Michael Holland, chairman and founder of Holland & Co., says markets are pricing in stronger growth and discusses why financials are up going into 2017. Neil Dutta, Renaissance Macro Research's head o...

27 Des 201631min

Surveillance: Lipsky on the Oddity of Lagarde's Conviction

Surveillance: Lipsky on the Oddity of Lagarde's Conviction

John Lipsky, former IMF first deputy managing director, discusses managing director Christine Lagarde's negligence conviction. Howard Davidowitz, Davidowitz & Associates' chairman, talks to Tom Keene ...

23 Des 201649min

Surveillance: Forecasts Have to Be Nimble With Trump's Unknowns

Surveillance: Forecasts Have to Be Nimble With Trump's Unknowns

Ellen Zentner, Morgan Stanley's chief U.S. economist, says many politicians are focusing on the positives of Donald Trump's tax policies and not on the negatives of his unknown trade policies. Prior t...

22 Des 201649min

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